SoftBank Group Corp (SFTBY) Price

Symbotic Prices $550 Million Public Stock Offering

Symbotic priced a public offering of 10 million shares at $55.00 each, totaling $550 million. The offering includes new shares from the company and a sale by a SoftBank affiliate, signaling both capital acquisition and a partial exit by a major investor.

OpenAI Pauses Hardware Amid Valuation Scrutiny

OpenAI is delaying hardware announcements, with Chief Financial Officer Sarah Friar confirming no immediate plans. This strategic pause aligns with the company's intense focus on monetizing its AI software and managing staggering infrastructure costs, even as it navigates a $500 billion valuation.

Polymarket Bets Signal AI Insider Trading

Suspiciously timed trades on the Polymarket prediction market have profited from non-public information about major AI product announcements, raising concerns of insider trading. The events highlight the immense financial stakes in the AI sector, where key information can be worth millions.

BOJ Rate Hike Threatens Global Carry Trades

The Bank of Japan is set to raise its policy rate to a 30-year high, signaling a potential unwind of the long-standing yen carry trade. This divergence from other major central banks creates headwinds for global risk assets, including cryptocurrencies.

Skills Gap Pressures US Security and AI Leadership

A JPMorgan Chase report identifies a critical shortage of digitally skilled labor as a major U.S. national security threat, potentially stalling growth in key sectors like AI, semiconductors, and defense despite massive capital investment.

Nvidia Dominance Faces Key Person Risk

While TIME Magazine celebrated Nvidia CEO Jensen Huang as a key architect of AI, the honor underscores his indispensable role and the lack of a clear succession plan, creating significant investor uncertainty.

Oracle Challenges Hyperscalers With $300B OpenAI Deal

Oracle has secured a monumental $300 billion, five-year contract to provide OpenAI with cloud computing power, starting in 2027. This deal positions Oracle as a major AI infrastructure player, challenging established hyperscalers, but also introduces significant financial risks for both companies.

SoftBank, NVIDIA Target Skild AI in $1B Deal

SoftBank and NVIDIA are in talks to invest $1 billion in AI infrastructure firm Skild AI at a $14 billion valuation. This move signals intense investor appetite for specialized AI companies amid a sector-wide capital expenditure boom.

SoftBank Stock Plunges Over 10% Amid Broadening AI Valuation Concerns